See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,418 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,442 | $108,549-8.4% | $156,263-36.4% | $85,563+16.2% |
| Participation rate | 99.0% | 77.1%+21.9pp | 78.9%+20.0pp | 66.0%+33.0pp |
| Annual return | 14.95% | 21.79%-6.8pp | 59.47%-44.5pp | 31.51%-16.6pp |
| Employer contribution / active EE | $3,630 | $2,690+35.0% | $4,333-16.2% | $2,654+36.8% |
| Participant deferral / active EE | $6,847 | $4,800+42.6% | $6,158+11.2% | $4,375+56.5% |
| Admin fee / account holder | $253 | $650-61.1% | $14,255-98.2% | $834-69.7% |